Brookmont Capital Management’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.59M | Sell |
25,653
-605
| -2% | -$61.1K | 1.48% | 21 |
|
|
2025
Q1 | $2.89M | Sell |
26,258
-909
| -3% | -$100K | 1.63% | 21 |
|
|
2024
Q4 | $3.43M | Buy |
27,167
+5,691
| +26% | +$718K | 1.83% | 19 |
|
|
2024
Q3 | $2.93M | Sell |
21,476
-552
| -3% | -$75.3K | 1.51% | 24 |
|
|
2024
Q2 | $3.01M | Sell |
22,028
-347
| -2% | -$47.5K | 1.65% | 23 |
|
|
2024
Q1 | $3.33M | Buy |
22,375
+289
| +1% | +$43K | 1.75% | 21 |
|
|
2023
Q4 | $3.47M | Buy |
22,086
+54
| +0.2% | +$8.49K | 1.94% | 19 |
|
|
2023
Q3 | $3.43M | Sell |
22,032
-138
| -0.6% | -$21.5K | 2.14% | 17 |
|
|
2023
Q2 | $3.97M | Sell |
22,170
-65
| -0.3% | -$11.7K | 2.4% | 12 |
|
|
2023
Q1 | $4.31M | Buy |
22,235
+61
| +0.3% | +$11.8K | 2.71% | 6 |
|
|
2022
Q4 | $3.85M | Sell |
22,174
-628
| -3% | -$109K | 2.37% | 15 |
|
|
2022
Q3 | $3.68M | Buy |
22,802
+1,587
| +7% | +$256K | 2.56% | 8 |
|
|
2022
Q2 | $3.87M | Sell |
21,215
-314
| -1% | -$57.3K | 2.67% | 6 |
|
|
2022
Q1 | $4.62M | Buy |
21,529
+31
| +0.1% | +$6.65K | 2.77% | 3 |
|
|
2021
Q4 | $4.61M | Sell |
21,498
-1,095
| -5% | -$235K | 2.44% | 4 |
|
|
2021
Q3 | $4.11M | Sell |
22,593
-25
| -0.1% | -$4.55K | 2.43% | 7 |
|
|
2021
Q2 | $4.7M | Sell |
22,618
-71
| -0.3% | -$14.8K | 2.85% | 3 |
|
|
2021
Q1 | $3.86M | Sell |
22,689
-392
| -2% | -$66.6K | 2.48% | 7 |
|
|
2020
Q4 | $3.89M | Sell |
23,081
-3,562
| -13% | -$600K | 2.74% | 3 |
|
|
2020
Q3 | $4.44M | Buy |
26,643
+272
| +1% | +$45.3K | 3.3% | 2 |
|
|
2020
Q2 | $2.93M | Sell |
26,371
-6,531
| -20% | -$726K | 2.35% | 7 |
|
|
2020
Q1 | $3.07M | Buy |
32,902
+426
| +1% | +$39.8K | 2.48% | 7 |
|
|
2019
Q4 | $3.8M | Sell |
32,476
-2,725
| -8% | -$319K | 2.27% | 11 |
|
|
2019
Q3 | $4.22M | Sell |
35,201
-240
| -0.7% | -$28.8K | 2.41% | 8 |
|
|
2019
Q2 | $3.66M | Buy |
35,441
+302
| +0.9% | +$31.2K | 2.2% | 17 |
|
|
2019
Q1 | $3.93M | Buy |
35,139
+84
| +0.2% | +$9.39K | 2.42% | 9 |
|
|
2018
Q4 | $3.42M | Buy |
35,055
+2,666
| +8% | +$260K | 2.33% | 10 |
|
|
2018
Q3 | $3.78M | Buy |
32,389
+33
| +0.1% | +$3.85K | 2.25% | 15 |
|
|
2018
Q2 | $3.44M | Buy |
32,356
+101
| +0.3% | +$10.7K | 2.16% | 16 |
|
|
2018
Q1 | $3.38M | Sell |
32,255
-31,980
| -50% | -$3.35M | 2.23% | 14 |
|
|
2017
Q4 | $7.65M | Buy |
64,235
+23,266
| +57% | +$2.77M | 3.3% | 9 |
|
|
2017
Q3 | $4.92M | Sell |
40,969
-37,149
| -48% | -$4.46M | 2.69% | 7 |
|
|
2017
Q2 | $8.64M | Sell |
78,118
-3,444
| -4% | -$381K | 3.26% | 13 |
|
|
2017
Q1 | $8.75M | Buy |
81,562
+250
| +0.3% | +$26.8K | 3.24% | 13 |
|
|
2016
Q4 | $9.32M | Sell |
81,312
-6,621
| -8% | -$759K | 3.67% | 9 |
|
|
2016
Q3 | $9.62M | Sell |
87,933
-710
| -0.8% | -$77.6K | 3.58% | 9 |
|
|
2016
Q2 | $9.55M | Sell |
88,643
-14,701
| -14% | -$1.58M | 3.48% | 15 |
|
|
2016
Q1 | $10.9M | Sell |
103,344
-13,354
| -11% | -$1.41M | 3.49% | 9 |
|
|
2015
Q4 | $11.2M | Sell |
116,698
-9,397
| -7% | -$904K | 3.19% | 15 |
|
|
2015
Q3 | $12.4M | Sell |
126,095
-9,663
| -7% | -$954K | 3.56% | 6 |
|
|
2015
Q2 | $13.2M | Sell |
135,758
-429
| -0.3% | -$41.6K | 3.33% | 12 |
|
|
2015
Q1 | $13.2M | Buy |
136,187
+20,868
| +18% | +$2.02M | 3.31% | 7 |
|
|
2014
Q4 | $12.8M | Sell |
115,319
-28,247
| -20% | -$3.14M | 3.71% | 4 |
|
|
2014
Q3 | $14.1M | Sell |
143,566
-4,168
| -3% | -$410K | 3.61% | 9 |
|
|
2014
Q2 | $15.2M | Buy |
147,734
+14,774
| +11% | +$1.52M | 3.65% | 9 |
|
|
2014
Q1 | $12.9M | Buy |
132,960
+5,291
| +4% | +$515K | 3.56% | 12 |
|
|
2013
Q4 | $13.4M | Buy |
127,669
+42,783
| +50% | +$4.5M | 3.7% | 5 |
|
|
2013
Q3 | $7.76M | Buy |
84,886
+15,103
| +22% | +$1.38M | 2.52% | 22 |
|
|
2013
Q2 | $6.04M | Buy |
+69,783
| New | +$6.04M | 2.5% | 20 |
|